Security National Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
3,571
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $461K | Sell |
3,571
-224
| -6% | -$28.9K | 0.09% | 86 |
|
|
2024
Q4 | $484K | Sell |
3,795
-108
| -3% | -$13.8K | 0.07% | 80 |
|
|
2024
Q3 | $500K | Hold |
3,903
| – | – | 0.07% | 84 |
|
|
2024
Q2 | $463K | Sell |
3,903
-221
| -5% | -$26.2K | 0.07% | 84 |
|
|
2024
Q1 | $499K | Buy |
4,124
+1,797
| +77% | +$217K | 0.08% | 81 |
|
|
2023
Q4 | $260K | Hold |
2,327
| – | – | 0.06% | 102 |
|
|
2023
Q3 | $242K | Hold |
2,327
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $247K | Hold |
2,327
| – | – | 0.06% | 95 |
|
|
2023
Q1 | $245K | Hold |
2,327
| – | – | 0.07% | 90 |
|
|
2022
Q4 | $252K | Hold |
2,327
| – | – | 0.07% | 90 |
|
|
2022
Q3 | $221K | Hold |
2,327
| – | – | 0.06% | 93 |
|
|
2022
Q2 | $237K | Hold |
2,327
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $261K | Hold |
2,327
| – | – | 0.06% | 92 |
|
|
2021
Q4 | $261K | Hold |
2,327
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $240K | Hold |
2,327
| – | – | 0.06% | 92 |
|
|
2021
Q2 | $244K | Hold |
2,327
| – | – | 0.06% | 89 |
|
|
2021
Q1 | $235K | Hold |
2,327
| – | – | 0.07% | 88 |
|
|
2020
Q4 | $213K | Sell |
2,327
-1,252
| -35% | -$115K | 0.07% | 69 |
|
|
2020
Q3 | $290K | Hold |
3,579
| – | – | 0.1% | 62 |
|
|
2020
Q2 | $282K | Hold |
3,579
| – | – | 0.12% | 60 |
|
|
2020
Q1 | $253K | Hold |
3,579
| – | – | 0.13% | 62 |
|
|
2019
Q4 | $335K | Hold |
3,579
| – | – | 0.15% | 64 |
|
|
2019
Q3 | $318K | Hold |
3,579
| – | – | 0.15% | 64 |
|
|
2019
Q2 | $313K | Hold |
3,579
| – | – | 0.15% | 63 |
|
|
2019
Q1 | $307K | Sell |
3,579
-8,386
| -70% | -$719K | 0.16% | 62 |
|
|
2018
Q4 | $933K | Buy |
+11,965
| New | +$933K | 0.58% | 45 |
|